{"id":"exec-diligence-request-list-prioritized-owners","audience":"project-managers","category":"leadership-work","track":"leadership","level":"advanced","technique":"constraints","title":"Prioritize a data request list by due date and mark missing owners","free":false,"task":"Turn the request list into a prioritized checklist in plain text with exactly 7 lines starting with [ ], in the form: [ ] item - owner - due date. Order by due date (earliest first); where dates tie, put the item marked critical first. Write \"owner needed\" if none is named. Use the updated dates, skip items the other side withdrew, and do not state any legal conclusion.","materialLabel":"Request list and updates (attached to your prompt automatically)","material":"Data request list from the other party (due dates for our responses)\n\n1. Last 3 years of audited financial statements - owner: Joel - due Dec 4 - CRITICAL\n2. List of top 20 customers by revenue - owner: Ana - due Dec 6\n3. Employee census (anonymized) - owner: Lucas - due Dec 4\n4. Insurance certificates - owner: none named - due Dec 9\n5. IT security policy - owner: Tomas - due Dec 6 - CRITICAL\n6. Customer contracts over $100,000 - owner: Priya - due Dec 9\n7. Pending litigation summary - owner: counsel (Ming) - due Dec 11; counsel to review before anything is shared.\n8. Org chart - WITHDRAWN by the other party on Nov 29.\nUpdates: Employee census due date moved to Dec 5. Customer contracts moved to Dec 10.","rules":[{"type":"maxWords","max":120},{"type":"plainText"}],"mistakes":[{"title":"Including the withdrawn item","why":"The AI keeps the org chart.","fix":"Say: \"Skip items the other side withdrew.\"","checks":["r0"]},{"title":"Old dates","why":"The AI uses Dec 4 for the census.","fix":"Say: \"Use the updated dates.\"","checks":["r1"]},{"title":"Tie order wrong","why":"The AI ignores CRITICAL on ties.","fix":"Say: \"On a tie, critical first.\"","checks":["r1"]},{"title":"Inventing an owner","why":"The AI assigns insurance to someone.","fix":"Say: \"Write owner needed if none is named.\"","checks":["r2"]},{"title":"Markdown","why":"The AI uses bold.","fix":"Say: \"Plain text.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 14 words.\"","checks":["maxWords"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Format","patterns":["\\[ \\]","item - owner - due"]},{"label":"Order","patterns":["earliest first","critical"]},{"label":"Owner needed","patterns":["owner needed"]},{"label":"Updates","patterns":["updated","moved"]},{"label":"Withdrawn","patterns":["withdrawn"]}],"hint":"Give the line format, the order and tie-break, the missing-owner wording, and the exclusions.","rubricLabels":["Has exactly seven lines starting with \"[ ]\" in the form item - owner - due date, and the withdrawn org chart is excluded","The order is financial statements (Dec 4), employee census (Dec 5, updated), IT security policy (Dec 6, critical) before the top 20 customers (Dec 6), insurance (Dec 9), customer contracts (Dec 10, updated) and the pending litigation summary (Dec 11)","Insurance certificates shows owner needed, the litigation summary names counsel Ming, and no line states a legal conclusion"]}